Iván Watanabe is a Managing Partner of Opus Private Client, LLC in the New York office. He joined Opus in 2013, after working in Boston for five years as a financial associate. During his time at Opus, Iván quickly established himself as a leader and an asset to the team, and he became a managing partner in 2018.
Iván is a graduate of the College of the Holy Cross with a bachelor’s degree in political science and Spanish literature and brings a unique blend of analytical and holistic thinking to each of his clients. Iván’s expertise is in asset protection, wealth accumulation, and wealth distribution strategies. His vast knowledge and rich experience in the finance industry earned him one of the most prestigious industry awards, the President’s Council Award in 2018.
The son of a Venezuelan mother and a Japanese father, Iván enjoys working with families of diverse backgrounds; he is particularly sensitive to and appreciative of the nuances that come with various cultures in the context of planning for the future. His contributions to the Latino business community have been recognized on a national stage, and he was voted one of El Mundo Magazine’s Latino 30 Under 30 in 2016*. Iván is also a former board member of the New York chapter of the Association of Latino Professionals For America (ALPFA), and he remains an active corporate liaison to help advance the success of Latino professionals. He is an active member of his alma mater’s Bishop Healy Committee, which aims to support underrepresented students pursuing an education at Holy Cross. In 2018, Iván received the HCAA Young Alumni Leadership Award*, acknowledging his outstanding service to Holy Cross.
He and his wife are residents of Westchester. He spends his free time playing basketball, golf, and cheering for his favorite sports teams, the Boston Celtics, Boston Red Sox, and Miami Dolphins.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), supervised from 800 Westchester Avenue, Suite N-409, Rye Brook, NY 10573, (914) 288-8800. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Opus Private Client, LLC is not an affiliate or subsidiary of Guardian. The title Managing Partner does not imply actual ownership in an entity formed as a Partnership. This title has been conferred solely for those with managerial responsibilities and an ownership interest within the organization. CA Insurance License #0H44206
*Awards not issued or endorsed by Guardian or its subsidiaries.